Realty Income Corp
O- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000726728
In the last 90 days, Realty Income Corp insiders filed 0 open-market purchases and 1 sale; 1,465 institutions reported holding it in 13F filings for Q2 2026, worth $46.2B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Realty Income Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,116
- +23 vs. Q4 2022
- Shares held
- 550.6M
- +13.7M (+2.6%) vs. Q4 2022
- Total value
- $34.8B
- +$767.5M (+2.3%) vs. Q4 2022
- New holders
- 93
- 542 more added
- Sold out
- 70
- 331 more reduced
25 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting O on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,465 | $46.2B |
| Q1 2026 | 1,448 | $43.5B |
| Q4 2025 | 1,371 | $41.1B |
| Q3 2025 | 1,341 | $43.1B |
| Q2 2025 | 1,288 | $41.0B |
| Q1 2025 | 1,279 | $40.6B |
| Q4 2024 | 1,267 | $36.6B |
| Q3 2024 | 1,245 | $44.2B |
| Q2 2024 | 1,182 | $35.5B |
| Q1 2024 | 1,190 | $36.9B |
| Q4 2023 | 1,156 | $34.9B |
| Q3 2023 | 1,063 | $28.6B |
| Q2 2023 | 1,100 | $33.9B |
| Q1 2023 | 1,116 | $34.8B |
| Q4 2022 | 1,118 | $34.1B |
| Q3 2022 | 1,076 | $29.9B |
| Q2 2022 | 1,091 | $33.8B |
| Q1 2022 | 1,102 | $32.2B |
| Q4 2021 | 1,108 | $32.7B |
| Q3 2021 | 956 | $19.6B |
| Q2 2021 | 934 | $18.6B |
| Q1 2021 | 878 | $16.9B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 411 | $26.0K | 0.00% | +5+1.2% | Added |
| Tucker Asset Management LLC | 425 | $26.9K | 0.01% | +345+431.3% | Added |
| Cowa, LLC | 612,921 | $28.3K | 0.02% | +584,064+2,024.0% | Added |
| TD Waterhouse Canada Inc. | 464 | $29.2K | 0.00% | +15+3.3% | Added |
| MB, Levis & Associates, LLC | 461 | $29.2K | 0.02% | +6+1.3% | Added |
| Piscataqua Savings Bank | 490 | $31.0K | 0.03% | −70−12.5% | Reduced |
| Baker Avenue Asset Management, LP | 515 | $32.6K | 0.00% | +169+48.8% | Added |
| Resurgent Financial Advisors LLC | 517 | $32.7K | 0.02% | −2,851−84.6% | Reduced |
| Bell Investment Advisors, Inc | 531 | $33.6K | 0.01% | +42+8.6% | Added |
| SOA Wealth Advisors, LLC. | 544 | $34.4K | 0.01% | +277+103.7% | Added |
| Deseret Mutual Benefit Administrators | 549 | $34.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 554 | $35.1K | 0.00% | +13+2.4% | Added |
| HBC Financial Services, PLLC | 600 | $36.0K | 0.03% | +600 | New |
| Investors Research Corp | 570 | $36.1K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 580 | $36.7K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 582 | $36.9K | 0.01% | −261−31.0% | Reduced |
| Bogart Wealth, LLC | 598 | $37.9K | 0.00% | −49−7.6% | Reduced |
| NVWM, LLC | 605 | $38.5K | 0.01% | −137−18.5% | Reduced |
| Dark Forest Capital Management LP | 616 | $39.0K | 0.01% | −10,832−94.6% | Reduced |
| Quarry LP | 635 | $40.2K | 0.02% | +635 | New |
| Missouri Trust & Investment Co | 640 | $40.5K | 0.03% | −10−1.5% | Reduced |
| Altshuler Shaham Ltd | 643 | $40.7K | 0.00% | −91−12.4% | Reduced |
| PSI Advisors, LLC | 644 | $40.8K | 0.02% | +347+116.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $42.2K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 666 | $42.2K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 667 | $42.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 668 | $42.3K | 0.01% | −832−55.5% | Reduced |
| Hartford Financial Management Inc. | 672 | $42.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 685 | $44.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 698 | $44.2K | 0.00% | +698 | New |
| Orion Capital Management LLC | 700 | $44.3K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 744 | $47.1K | 0.01% | +17+2.3% | Added |
| ICA Group Wealth Management, LLC | 749 | $47.5K | 0.01% | +334+80.5% | Added |
| Activest Wealth Management | 782 | $49.5K | 0.03% | +782 | New |
| Beacon Capital Management, LLC | 787 | $49.8K | 0.01% | +91+13.1% | Added |
| Silvant Capital Management LLC | 796 | $50.6K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 803 | $51.0K | 0.04% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 829 | $52.5K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 833 | $52.7K | 0.02% | +232+38.6% | Added |
| Brown Brothers Harriman & Co | 843 | $53.4K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 880 | $55.7K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 895 | $55.8K | 0.03% | +825+1,178.6% | Added |
| Godsey & Gibb Associates | 920 | $58.3K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 968 | $60.6K | 0.00% | +968 | New |
| Rosenberg Matthew Hamilton | 998 | $63.2K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 14,094 | $63.3K | 0.00% | +962+7.3% | Added |
| Anchor Investment Management, LLC | 1,015 | $64.3K | 0.01% | +88+9.5% | Added |
| M&R Capital Management Inc | 1,033 | $65.5K | 0.02% | +1,008+4,032.0% | Added |
| Ahrens Investment Partners LLC | 1,050 | $66.5K | 0.03% | +1,050 | New |
| Toth Financial Advisory Corp | 1,071 | $67.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,086 | $68.7K | 0.01% | −464−29.9% | Reduced |
| Bellevue Asset Management, LLC | 1,102 | $69.8K | 0.05% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,106 | $70.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,113 | $70.5K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 1,119 | $70.7K | 0.05% | −813−42.1% | Reduced |
| Sutton Wealth Advisors Inc. | 1,172 | $74.2K | 0.04% | +366+45.4% | Added |
| HM Payson & Co | 1,190 | $75.4K | 0.00% | −470−28.3% | Reduced |
| Sandy Spring Bank | 1,196 | $75.7K | 0.00% | −150−11.1% | Reduced |
| Trust Co | 1,197 | $75.8K | 0.01% | −134−10.1% | Reduced |
| Clear Street Markets LLC | 1,231 | $78.0K | 0.02% | +597+94.2% | Added |
| Heritage Wealth Advisors | 1,250 | $79.2K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,253 | $79.3K | 0.00% | +33+2.7% | Added |
| JJJ Advisors Inc. | 1,320 | $80.2K | 0.02% | +93+7.6% | Added |
| Sawyer & Company, Inc | 1,300 | $81.0K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,300 | $82.3K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,330 | $84.2K | 0.01% | +180+15.7% | Added |
| Parkside Financial Bank & Trust | 1,337 | $84.7K | 0.02% | +254+23.5% | Added |
| JNBA Financial Advisors | 1,358 | $86.0K | 0.01% | +68+5.3% | Added |
| Covestor Ltd | 1,356 | $86.0K | 0.07% | +258+23.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,366 | $86.5K | 0.02% | +1,366 | New |
| HHM Wealth Advisors, LLC | 1,401 | $88.7K | 0.02% | +108+8.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,438 | $91.1K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,440 | $91.2K | 0.07% | −1,000−41.0% | Reduced |
| Bank of New Hampshire | 1,442 | $91.3K | 0.03% | +892+162.2% | Added |
| McIlrath & Eck, LLC | 1,456 | $92.2K | 0.02% | −63−4.1% | Reduced |
| Capital Analysts, LLC | 1,465 | $93.0K | 0.01% | −258−15.0% | Reduced |
| Syverson Strege & Co | 1,583 | $100.2K | 0.04% | +42+2.7% | Added |
| Hollencrest Capital Management | 1,596 | $101.1K | 0.01% | +634+65.9% | Added |
| Versant Capital Management, Inc | 1,599 | $101.2K | 0.03% | +89+5.9% | Added |
| Alta Advisers Ltd | 1,600 | $101.3K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,623 | $102.8K | 0.05% | +843+108.1% | Added |
| Central Trust Co | 1,630 | $103.2K | 0.00% | −10−0.6% | Reduced |
| Ci Investments Inc. | 1,658 | $105.0K | 0.00% | −77−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,686 | $106.8K | 0.01% | +348+26.0% | Added |
| Leonteq Securities AG | 1,727 | $109.4K | 0.01% | +1,723+43,075.0% | Added |
| Clearview Wealth Advisors LLC | 1,795 | $113.7K | 0.12% | +9+0.5% | Added |
| Farther Finance Advisors, LLC | 1,861 | $117.8K | 0.03% | +179+10.6% | Added |
| Front Row Advisors LLC | 1,885 | $120.0K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,913 | $121.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,926 | $122.0K | 0.01% | −2,558−57.0% | Reduced |
| Johnson Midwest Financial, LLC | 1,926 | $122.0K | 0.18% | +41+2.2% | Added |
| TCI Wealth Advisors, Inc. | 1,931 | $122.3K | 0.02% | +117+6.4% | Added |
| Hexagon Capital Partners LLC | 1,950 | $123.5K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $126.6K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $126.6K | 0.02% | +2,000 | New |
| Rocky Mountain Advisers, LLC | 2,000 | $127.0K | 0.07% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,011 | $127.3K | 0.06% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2,096 | $131.0K | 0.00% | +953+83.4% | Added |
| Capstone Investment Advisors, LLC | 2,081 | $131.8K | 0.00% | −656,218−99.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,106 | $133.4K | 0.00% | −1,619−43.5% | Reduced |